Platinum Relationship Manager

3 weeks ago

Navi Mumbai, India Quotient Consultancy Full time

Urgent Hiring for Platinum Relationship Manager for one of the leading pvt sector bank.

KRAs:

  • Develops new and expands existing High Net worth Customer relationships for liabilities (SA

driven) and commercial assets

  • Sources new bank customers through external individual efforts and acquisition channel
  • Ensures high levels of customer service orientation and application of bank policy.
  • Cross-sells bank products to existing set of branch customers, which are mapped
  • Informs customers of new products or product enhancements further to expand the banking
  • relationship.
  • Plans and conducts special sales initiatives and events for prospective and existing clients.
  • Coordinates with other group companies to provide seamless access to other products.
  • Maintains complete relationship record for assigned customer accounts.
  • Tracks customer complaints/queries and turnaround times for customer satisfaction

Desired Candidate Profile:

  • Developing and maintaining banking relationships with a select group of high net worth

customers through individualized customer service.

  • Very good understanding of Commercial Assets like CC, OD, TL, Export Finance
  • Understanding of Mutual Funds and Insurance is an added advantage
  • Graduate 6 - 8 years of experience
  • Post Graduate 4 - 6 years of experience
  • Customer orientation
  • High energy levels with a motive to succeed

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